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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Capital Wealth Advisors
126
Vanguard Capital Wealth Advisors
Colorado
$618K +$42.3K +3,491 +8%
Schroder Investment Management Group
127
Schroder Investment Management Group
United Kingdom
$612K +$200K +16,517 +57%
CCA
128
Checchi Capital Advisers
California
$598K +$12K +990 +2%
PP
129
PDS Planning
Ohio
$591K +$16K +1,321 +3%
DWM
130
Diversify Wealth Management
Utah
$590K +$593K +48,921 New
CL
131
Choreo LLC
Illinois
$574K +$517K +42,716 New
AWA
132
Aaron Wealth Advisors
Illinois
$558K +$44.3K +3,654 +10%
Chevy Chase Trust
133
Chevy Chase Trust
Maryland
$558K +$56.8K +4,692 +13%
GC
134
Guggenheim Capital
Illinois
$541K -$118K -9,724 -19%
GT
135
Glenmede Trust
Pennsylvania
$540K -$3.88K -320 -0.8%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$535K +$85.4K +7,051 +21%
HSBC Holdings
137
HSBC Holdings
United Kingdom
$535K +$184K +15,174 +61%
BS
138
Banco Santander
Spain
$529K -$43.4K -3,580 -8%
PWPS
139
Pinnacle Wealth Planning Services
Ohio
$528K -$230 -19 -0%
Lazard Asset Management
140
Lazard Asset Management
New York
$518K -$8.78K -725 -2%
CP
141
Covenant Partners
Tennessee
$500K
RCM
142
RNC Capital Management
California
$499K -$7.87K -650 -2%
RJA
143
Raymond James & Associates
Florida
$498K -$49.5K -4,090 -10%
SRC
144
Sage Rhino Capital
California
$496K -$618 -51 -0.1%
Neuberger Berman Group
145
Neuberger Berman Group
New York
$495K +$48.7K +4,018 +12%
Russell Investments Group
146
Russell Investments Group
United Kingdom
$495K +$135K +11,129 +43%
VT
147
Vise Technologies
New York
$485K -$9.65K -797 -2%
CC
148
Callan Capital
California
$485K +$88K +7,264 +25%
IC
149
IEQ Capital
California
$483K +$64.6K +5,336 +17%
P
150
Pitcairn
Pennsylvania
$483K +$45.4K +3,751 +12%